Scored using CRM Software Methodology v3.0
CRM Software Methodology v3.0
Mathematical & Unbiased Scoring
Products in this category are scored under Frontum CRM Software Methodology v3.0: the technical score from the specifications is the base, and independent expert and video reviews (up to ±0.5 points), owner opinions (up to ±0.3) and best-of lists (up to +0.3) move it up or down.
Explore CRM Software Methodology v3.0

Firmao CRM review: 54 specs compared

Starting price:17 USD/user/moFree plan:noAI assistant:yesBuilt-in quotes and invoicing:yesWorkflow automation:yes

Firmao CRM Review: Compare 54 technical specifications and 2 expert and video reviews to see how this product ranks in the CRM Software category and whether it is worth buying.

Firmao CRM
8.3/10

Overall score

Score
8.3/ 10
✕
What it is
Our main score for this model, 1–10. It combines specs, expert reviews and best-of lists.
How we count it
Parts: Technical score 40%, Reviews score 30%, List score 30%
Marks: Each part gets a mark out of 10. For reviews, lists and owners, a typical model in this category gets about 8 and the best one gets 10.
No data yet: A part with no data shows "?". It counts as the mark of a weaker model in this category (4 in 5 models with data score higher). This way, models with reviews, lists and owners usually come out ahead.
Score distribution
â–¼
<55-66-77-88-99-10
Score components

40%

9.1

Technical score

30%

7.9

Reviews score

30%

?

List scoreNot enough data yet, so we use 7.5, the mark of a weaker model in this category

â–²Better than 85% of CRM software
9.1

Technical score

Technical score
9.1/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
â–¼
<55-66-77-88-99-10
Score components

25%

8.0

Product & Pricing

25%

9.4

Core CRM

20%

9.5

Sales & Automation

15%

9.7

Integrations & Access

15%

9.4

Security & Deployment

★Better than 94%
7.9

Reviews score

Reviews score
7.9/ 10
✕
What it is
Average grade from independent test sites, magazines and video reviewers, 1–10.
How we count it
Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
Share: Reviews count 30% of the overall score.
Score distribution
â–¼
<55-66-77-88-99-10

80%

8.2

Average grade

20%

6.9

Popularity

Grades by review (2)
1 review + 1 video, average 8.5/10. We use 3 reviews; the 1 missing counts as the category's typical 8.1: (8.5 × 2 + 8.1 × 1) ÷ 3 = 8.4. Reviews count 30% of the overall score.
User ratings collected online are not part of this score.
â–¼Worse than 58%
?

List score

List score
7.5/ 10
✕
What it is
How often independent test sites, magazines and video reviewers put this model in their best-of lists for this category.
How we count it
Points: The model in the most lists of this category gets 10; the others get 8 to 10 in proportion. In no list yet: 7.5. Lists count 30% of the overall score.
Enough data: Every list counts, even a single one. With fewer than 5 best-of lists in the category, this part is left out.
Lists with this model (0)
Not in any best-of list yet, so this part counts as 7.5. Models in a list get 8 to 10.
Not in any best-of list yet

What reviewers say about Firmao CRM

Based on 2 · 1

Pricing is the main sticking point, with most reviewers feeling the plans don't offer good value.
Criticised
Pick a topic to see who said what
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Technical Specifications of CRM platform Firmao CRM

Technical score
Technical score
9.1/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
â–¼
<55-66-77-88-99-10
Score components:

25%

8.0

Product & Pricing

25%

9.4

Core CRM

20%

9.5

Sales & Automation

15%

9.7

Integrations & Access

15%

9.4

Security & Deployment

9.1
Reviews score
7.9
List score
?
Starting price
17 USD/user/mo
This CRM platform has a starting price of 17 USD/user/mo, which is lower than that of 91.2% of CRM platforms and equal to that of 0.3% of CRM platforms.
Billing period
Monthly, Annual
Free plan
no
This CRM platform does not offer a permanent free plan.
Free trial
yes
This CRM platform offers a time-limited free trial.
14 days.
Minimum seats
1 seat
This CRM platform has a minimum purchase requirement of 1 seat, which is lower than that of 1.9% of CRM platforms and equal to that of 98.1% of CRM platforms.
Show more
What reviewers say
Account and company management
yes
This CRM platform supports account and company management. 0.2% of CRM platforms support account and company management.
Contact management
yes
This CRM platform supports contact management. 0% of CRM platforms support contact management.
Lead management
yes
This CRM platform supports lead management. 0.2% of CRM platforms support lead management.
Lead management, status tracking, and web form capture.
Deal and pipeline management
yes
This CRM platform supports deal and pipeline management. 0.2% of CRM platforms support deal and pipeline management.
Visual kanban pipelines with deal progress tracking.
Custom fields
yes
This CRM platform supports custom fields. 0% of CRM platforms support custom fields.
Show more
AI assistant
yes
This CRM platform offers an AI assistant. 78.1% of CRM platforms offer this feature.
Firmao AI assistant helps summarize client interactions and drafts responses.
Workflow automation
yes
This CRM platform supports workflow automation. 0.5% of CRM platforms offer this feature.
Automated workflow actions, invoice generation, and status triggers.
Lead scoring
yes
This CRM platform supports lead scoring. 80.4% of CRM platforms offer this feature.
Scoring system for prioritizing active prospects.
Email sync and tracking
yes
This CRM platform supports email sync and tracking. 0.5% of CRM platforms offer these features.
Sales forecasting
yes
This CRM platform supports sales forecasting. 85.2% of CRM platforms offer this feature.
Show more
Marketplace integrations
yes
This CRM platform offers marketplace integrations. 1.9% of CRM platforms offer marketplace integrations.
Firmao Integrations Directory with 1,0+ connectors via Zapier and API.
API access
yes
This CRM platform offers API access. 0.2% of CRM platforms offer API access.
Webhooks
yes
This CRM platform supports webhooks. 1.4% of CRM platforms support webhooks.
Mobile apps
yes
This CRM platform offers mobile apps. 2.4% of CRM platforms offer mobile apps.
Native mobile applications for iOS and Android.
Data import and export
yes
This CRM platform supports data import and export. 0% of CRM platforms support data import and export.
Show more
Single sign-on (SSO)
yes
This CRM platform supports single sign-on. 76.9% of CRM platforms support single sign-on.
Google and Microsoft single sign-on supported.
Security certifications
ISO 27001, GDPR compliant
Role-based permissions
yes
This CRM platform supports role-based permissions. 0.7% of CRM platforms support role-based permissions.
Granular user permission profiles and department access control.
Audit logs
yes
This CRM platform provides audit logs. 2.6% of CRM platforms provide audit logs.
System change logs and user login audit trails.
Supported operating systems
Web, iOS, Android
Show more

Firmao CRM vs the average CRM platform

246810TotalProduct & PricingCore CRMSales & AutomationIntegrations & AccessSecurity & Deployment
  • 22 USD/user/mo $/user/mo lower starting price
    User score
    7.0/ 10
    ✕
    What it is
    Average of independent expert reviews and videos, graded by us; missing reviews count as 7/10.
    When it matters
    When you want to know how independent test sites and video reviewers rate the product in real use.
    Score distribution
    ▼▼
    <55-66-77-88-99-10
    Firmao CRM
    the average CRM platform
    Firmao CRM has a lower starting price than the average CRM platform (17 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    17 USD/user/mo vs 39 USD/user/mo
  • Supports single sign-on
    This CRM platform supports single sign-on, while the average CRM platform does not. 23.2% of CRM platforms support single sign-on.
    Google and Microsoft single sign-on supported.
  • Offers an AI assistant
    This CRM platform offers an AI assistant, while the average CRM platform does not. 22% of CRM platforms offer this feature.
    Firmao AI assistant helps summarize client interactions and drafts responses.
  • Supports custom objects
    This CRM platform supports custom objects, while the average CRM platform does not. 19.4% of CRM platforms support custom objects.
    Custom modules and data structures configurable.
  • Supports sales forecasting
    This CRM platform supports sales forecasting, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
  • Supports omnichannel messaging
    This CRM platform supports omnichannel messaging, while the average CRM platform does not. 14.8% of CRM platforms support omnichannel messaging.
    Integrated live chat, email, and WhatsApp communications.
  • Wider interface language choice
    This CRM platform offers a wider choice of interface languages than the average CRM platform (10-14 languages vs English only).
    10-14 languages vs English only
  • Supports lead scoring
    This CRM platform supports lead scoring, while the average CRM platform does not. 19.8% of CRM platforms offer this feature.
    Scoring system for prioritizing active prospects.
  • 5.4% better value for money
    Firmao CRM offers better value for money than the average CRM platform (8.79 vs 8.3).
    8.79 vs 8.34
  • 22 USD/user/mo $/user/mo lower starting price
    User score
    7.0/ 10
    ✕
    What it is
    Average of independent expert reviews and videos, graded by us; missing reviews count as 7/10.
    When it matters
    When you want to know how independent test sites and video reviewers rate the product in real use.
    Score distribution
    ▼▼
    <55-66-77-88-99-10
    Firmao CRM
    the average CRM platform
    Firmao CRM has a lower starting price than the average CRM platform (17 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    17 USD/user/mo vs 39 USD/user/mo
  • Supports custom objects
    This CRM platform supports custom objects, while the average CRM platform does not. 19.4% of CRM platforms support custom objects.
    Custom modules and data structures configurable.
  • Supports project management
    This CRM platform supports project management, while the average CRM platform does not. 25.6% of CRM platforms support project management.
    Project management with Gantt charts, milestones, and task delegation.
  • Offers a client portal
    This CRM platform offers a client portal, while the average CRM platform does not. 36.3% of CRM platforms offer this feature.
    Customer portal for reviewing quotes, invoices, and service requests.
  • Supports time tracking
    This CRM platform supports time tracking, while the average CRM platform does not. 20.1% of CRM platforms offer this feature.
    Integrated billable time registration and work hour logs.
  • Offers an AI assistant
    This CRM platform offers an AI assistant, while the average CRM platform does not. 22% of CRM platforms offer this feature.
    Firmao AI assistant helps summarize client interactions and drafts responses.
  • Supports sales forecasting
    This CRM platform supports sales forecasting, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
  • Supports lead scoring
    This CRM platform supports lead scoring, while the average CRM platform does not. 19.8% of CRM platforms offer this feature.
    Scoring system for prioritizing active prospects.
  • Supports marketing automation
    This CRM platform supports marketing automation, while the average CRM platform does not. 28.9% of CRM platforms support marketing automation.
    Mass email campaigns, SMS marketing, and newsletter templates.
  • In-quote online payments
    This CRM platform supports online payments within quotes, while the average CRM platform does not. 32% of CRM platforms support online payments within quotes.
    Online payment links on invoices via Stripe, PayPal, and PayU/Przelewy24.
  • Calling and dialler tools
    This CRM platform offers calling and dialler tools, while the average CRM platform does not. 31.1% of CRM platforms offer calling and dialler tools.
    Built-in VoIP telephony and CTI integration with call recording.
  • Built-in e-signature
    This CRM platform has built-in e-signature, while the average CRM platform does not. 22.5% of CRM platforms offer built-in e-signature.
    Built-in electronic document signing for quotes and contracts.
  • Supports omnichannel messaging
    This CRM platform supports omnichannel messaging, while the average CRM platform does not. 14.8% of CRM platforms support omnichannel messaging.
    Integrated live chat, email, and WhatsApp communications.
  • Wider interface language choice
    This CRM platform offers a wider choice of interface languages than the average CRM platform (10-14 languages vs English only).
    10-14 languages vs English only
  • Supports single sign-on
    This CRM platform supports single sign-on, while the average CRM platform does not. 23.2% of CRM platforms support single sign-on.
    Google and Microsoft single sign-on supported.
  • Offers European data residency
    This CRM platform offers European data residency, while the average CRM platform does not. 21.6% of CRM platforms offer European data residency.
  • Less included file storage
    This CRM platform includes less file storage than the average CRM platform (5 GB vs 10 GB).
    5 GB vs 10 GB
  • Less included file storage
    This CRM platform includes less file storage than the average CRM platform (5 GB vs 10 GB).
    5 GB vs 10 GB

Video reviews

Hands-on testing and real-world video evaluations

8.0
Tech-Savvy Academy with Kelly L. Gabel
≈ estimated
03/02/2023
Hands-on review · trial account walkthrough and pricing tiers
Verdict
Firmao CRM is recommended once a business has grown or has staff, but key features need higher-priced tiers.

Expert reviews

In-depth analysis and verdict from leading tech publications

9.0
websiteradar.net
≈ estimated
18/09/2023
Hands-on review · Sales and warehouse CRM
Verdict
Firmao CRM is quick to set up and multilingual, with built-in warehouse tools, though it lacks ready message templates and sales forecasting.

Third-party reviews

What we like about Firmao CRM

  • Intuitive visual deal pipelines with drag-and-drop opportunity tracking and customizable stage progression.
  • Built-in AI assistant for conversation summaries and draft creation, paired with multi-step workflow triggers.
  • Integrated calling dialer with one-click calling, automatic interaction logging, and voicemail drops.
  • Relational data modeling supporting custom entities and tailored associations beyond basic accounts and deals.
  • European data center residency and GDPR-aligned infrastructure safeguards catering to European commercial regulations.

What we don't like about Firmao CRM

  • Absence of a permanent free plan, requiring an ongoing recurring subscription starting around $19/user/month.
  • Granular role-based permission tiers and advanced reporting customization require upgrading to premium subscriptions.
  • Entry-level plans enforce restricted document storage allocations, necessitating supplementary cloud repository connections.
  • Multi-step automated sales email sequences are absent natively, requiring third-party tools for drip outreach.

Verdict

Engineered by Firmao, Firmao CRM provides a modern cloud customer relationship management suite designed to organize business opportunities and drive revenue. Core functionality centers on comprehensive account tracking, visual pipeline stages, custom attributes, and automated team task assignments. Communication modules streamline client touchpoints through automatic email tracking, follow-up notifications, and centralized interaction timelines with built-in voice calling complemented by AI deal scoring. The platform ensures seamless operational accessibility through responsive mobile apps, extensive developer APIs, and integrated sales performance dashboards. Drawbacks include the absence of a permanent free plan, starting subscription fees around $19 per user monthly, and advanced reporting restricted to enterprise tiers. It stands as a well-balanced platform for mid-market commercial teams demanding structured opportunity management and reliable sales pipeline oversight.

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